Netflix, Inc. (NFLX)
Some call the Sussexes' Netflix deal a demotion - but the company still sees them as a power couple
While we're all desperate to know what this new deal is really worth in dollars and pounds, one thing I can tell you for certain is that Prince Harry and Meghan want us to know they're delighted that Netflix again wanted to get a deal done.
Harry and Meghan extend Netflix partnership - but it's no longer exclusive
Harry and Meghan have signed a new "multi-year, first-look deal" with Netflix, following the creative partnership they launched with the streaming giant five years ago.
Netflix Bulls vs. Bears: Who Wins This Pullback?
Shares of streaming giant Netflix Inc NASDAQ: NFLX closed Wednesday just below the $1,180 mark, leaving the stock roughly 15% off its early-July peak. That stumble starkly contrasts with the S&P 500's nearly 3% gain over the same stretch.
Here is What to Know Beyond Why Netflix, Inc. (NFLX) is a Trending Stock
Netflix (NFLX) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Netflix just made a key new hire as it doubles down on its global ad ambitions
Netflix has hired Ed Couchman to lead UK ad sales, the company confirmed to Business Insider. Couchman joins from Spotify, bringing experience from prior roles at Snap, Meta, and Channel 4.
Wall Street Analysts Look Bullish on Netflix (NFLX): Should You Buy?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Can Netflix Continue Streaming Revenue?
The pressure to perform can follow an earnings report despite beating expectations. Netflix is fully aware of that after releasing its Q2 numbers, pushing analysts and investors alike to wonder if its streaming services can continue broadcasting increased revenue.
TF1 Posts $1.3B Half-Year Revenue In Run-Up To Netflix Deal, As North America Unit Helps Studio Arm Grow 6.4%
France's TF1 Group posted half-year revenue of €1.1B ($1.3B), with dips at its media arm offset by growth at its newly refurbished studios division. The HPI broadcaster, which recently struck a game-changing carriage deal with Netflix in France, saw its operating profit rise €4M year-on-year to hit €119M.
Netflix is now using generative AI—but it risks leaving viewers and creatives behind
Netflix's recent use of generative AI to create a building collapse scene in the sci-fi show "El Eternauta" ("The Eternaut") marks more than a technological milestone. It reveals a fundamental psychological tension about what makes entertainment authentic.
Netflix: Current Growth Initiatives And FCF Expansion Does Not Justify Valuation Premium
In 2Q25, Netflix's revenue grew by 16% year-on-year to $11.08 billion. During this period, margins expanded substantially. Operating and net income grew by 45.02% and 45.55%. Despite its maturing business, NFLX's current initiatives, such as its local for local strategy and Netflix Houses, will continue to support the company's topline growth. Although competition intensified, NFLX has managed to defend its position and emerge as a FCF powerhouse. Currently, NFLX has a FCF margin of 20.37%, outperforming the industry average of 9.85%.
Netflix: Tremendous Performance, But A Selloff Was Overdue
I'm concerned about the overheated stock market and recommend rotating out of momentum winners like Netflix into safer assets. Despite Netflix's strong Q2 earnings, its stock fell, signaling investor fatigue with its high valuation and reliance on price hikes for growth. Netflix's modest underlying viewership and subscriber growth raise doubts about sustaining double-digit revenue growth without further price increases.
Netflix Earnings Summary: The Business Model Is Fine, It's P/E Compression That Is The Risk
Netflix reported a good quarter, with EPS and revenue beating estimates by +2% and fractionally, respectively, while operating income came in 3% ahead of the consensus. It also raised guidance for calendar 2025. Revisions post the July 17th earnings release for forward free cash flow estimates continue to track higher. Management addressed the heavily tilted back-half of 2024 releases which have skewed the company's operating margin, and they noted that while the operating margin guidance for NFLX was raised once again after the July 17th earnings release, the full-year operating margin will be higher than what was seen as of the Q2 '25 number.
